Follow-Up

cell therapy manufacturing

Moderna Didn't Beat the Bottleneck. It Paid It.

Aug 21, 2026

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5 min read

Moderna Didn't Beat the Bottleneck. It Paid It.

Two weeks ago we explained why a $400,000 price tag and a six-week factory queue were the real limit on cancer therapy. On 19 August, Merck and Moderna won the first Phase 3 in the history of personalised cancer vaccines, using a six-week factory queue. Here is what we said, what happened, and why the point got sharper.

Space

We Said Orbit Would Become a Drug Factory. India Just Joined the Race.

Aug 17, 2026

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5 min read

We Said Orbit Would Become a Drug Factory. India Just Joined the Race.

Two weeks ago we explained why orbit is becoming a drug factory. Now India has entered the race: a Bhubaneswar startup crystallized a pharmaceutical at the edge of space and recovered it intact, while a wave of Indian space-manufacturing money starts to flow. Here is what we said then, what just happened, and why it matters more than it looks.